Clearstead Advisors’s Digital Realty Trust DLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$373K	Sell	2,071 -935	-31%	-$160K	﹤0.01%	794
2025 Q4	$467K	Buy	3,006 +525	+21%	+$86.2K	0.01%	670
2025 Q3	$429K	Buy	2,481 +16	+0.6%	+$2.74K	0.01%	678
2025 Q2	$430K	Buy	2,465 +416	+20%	+$68K	0.01%	648
2025 Q1	$294K	Buy	2,049 +85	+4%	+$13.8K	﹤0.01%	718
2024 Q4	$350K	Sell	1,964 -53	-3%	-$9.4K	0.01%	674
2024 Q3	$326K	Buy	2,017 +158	+8%	+$24.2K	0.01%	696
2024 Q2	$283K	Hold	1,859	–	–	﹤0.01%	702
2024 Q1	$266K	Sell	1,859 -420	-18%	-$59.4K	0.01%	420
2023 Q4	$309K	Sell	2,279 -2,511	-52%	-$324K	0.02%	394
2023 Q3	$580K	Buy	4,790 +1,617	+51%	+$199K	0.02%	386
2023 Q2	$361K	Sell	3,173 -241	-7%	-$23.8K	0.02%	343
2023 Q1	$336K	Buy	3,414 +85	+3%	+$8.96K	0.02%	319
2022 Q4	$334K	Sell	3,329 -716	-18%	-$73.1K	0.03%	308
2022 Q3	$401K	Sell	4,045 -1,235	-23%	-$151K	0.04%	264
2022 Q2	$686K	Sell	5,280 -132	-2%	-$18.2K	0.05%	211
2022 Q1	$767K	Buy	5,412 +139	+3%	+$20.1K	0.05%	212
2021 Q4	$933K	Sell	5,273 -55	-1%	-$8.81K	0.06%	190
2021 Q3	$770K	Sell	5,328 -54	-1%	-$8.47K	0.06%	197
2021 Q2	$810K	Buy	5,382 +104	+2%	+$15.7K	0.06%	187
2021 Q1	$743K	Sell	5,278 -357	-6%	-$49.3K	0.06%	183
2020 Q4	$786K	Buy	5,635 +1,589	+39%	+$227K	0.07%	168
2020 Q3	$594K	Buy	4,046 +835	+26%	+$125K	0.06%	164
2020 Q2	$456K	Buy	3,211 +861	+37%	+$122K	0.05%	184
2020 Q1	$326K	Buy	+2,350	New	+$299K	0.05%	190